Stephen Smith, Aif®, Ctfa

Stephen Smith, Aif®, Ctfa Email and Phone Number

Business Analyst, New Covenant Trust Company @ New Covenant Trust Company
indiana, united states
Stephen Smith, Aif®, Ctfa's Location
Louisville Metropolitan Area, United States
Stephen Smith, Aif®, Ctfa's Contact Details

Stephen Smith, Aif®, Ctfa work email

Stephen Smith, Aif®, Ctfa personal email

n/a
About Stephen Smith, Aif®, Ctfa

Experienced in administration and portfolio management in the financial services industry, particularly in the Socially Responsible Investing space. Natural planner and problem solver who learns new roles and tasks quickly. Strong internal conviction to always be reforming self and business processes managed. Able to balance multiple priorities and deadlines without compromising quality. Management experience at a Fortune 500 company.

Stephen Smith, Aif®, Ctfa's Current Company Details
New Covenant Trust Company

New Covenant Trust Company

View
Business Analyst, New Covenant Trust Company
indiana, united states
Employees:
31
Stephen Smith, Aif®, Ctfa Work Experience Details
  • New Covenant Trust Company
    Business Analyst
    New Covenant Trust Company Feb 2022 - Present
    Louisville, Kentucky Area
    Responsible for creating and cultivating the business processes and systems of New Covenant Trust Company, for the purpose of fostering continued growth in new business, assets under management, revenue, client satisfaction and retention, and employee satisfaction and retention. Additionally serve as Trust Officer, providing administration, compliance, and audit functions, for two Collective Investment Trusts; and oversight for the fiduciary tax reporting and preparation of about 600 other trusts of various kinds.
  • New Covenant Trust Company
    Securities Trading & Assistant Portfolio Manager
    New Covenant Trust Company Jan 2020 - May 2022
    Louisville, Kentucky Area
  • New Covenant Trust Company
    Trust Operations Administrator, Fund Services
    New Covenant Trust Company Mar 2019 - Jan 2020
    Louisville, Kentucky Area
  • New Covenant Trust Company
    Trust Operations Administrator, Online Services
    New Covenant Trust Company Mar 2014 - Mar 2019
    Louisville, Kentucky Area
  • Sojourn Collective
    Sojourn Church New Albany Missions Director
    Sojourn Collective Jun 2018 - Present
    Louisville, Kentucky Area
    Deacon and staff position charged to initiate, influence, and implement vision and strategy for the international missions ministry (primarily) of the local church in Southern Indiana and (secondarily) in 5 Greater Louisville sister churches.• Serve as primary point of contact and local advocate for missionary families living abroad. Ensure their physical, mental, and spiritual needs are being met. Procure their transportation, housing, supplies, and spiritual counseling as needed, across a range of geographic and ethnographic settings.• Construct and organize short-term trips to, and events in, international locations to advance the mission and ministry of the church’s long-term missionaries. Recruit, vet, train, and supervise teams of volunteers to accomplish this goal. (Events have ranged in scope from an 8-person spiritual care and counseling retreat to a 1300-attendee business development conference.)• Collaborate in strategic planning with the Missions Directors of 5 other Louisville area churches on a quarterly basis.
  • Carmax
    Regional Buyer
    Carmax May 2012 - Nov 2013
    Lexington, Kentucky Area
  • Carmax
    Buyer'S Assistant
    Carmax Aug 2011 - May 2012
    Louisville, Kentucky Area
  • The Ups Store
    Customer Service Manager
    The Ups Store Jul 2006 - Dec 2010
    Somerset, Kentucky Area

Stephen Smith, Aif®, Ctfa Skills

Customer Service Sales Merchandising Time Management Purchasing Inventory Management Inventory Control Store Management Profit Microsoft Office Team Building Visual Merchandising Retail Automotive Leadership Public Speaking Trend Analysis Management Strategic Sourcing Planograms Supply Management Procurement Microsoft Access Crystal Reports Sql Raiser's Edge Financial Edge Netcommunity Sungard Addvantage Odbc Microsoft Excel Microsoft Sql Sql Server Reporting Services Strategic Planning Event Planning Quickbooks Trust Services Administration Sharepoint Accounts Payable And Receivable Trust Operations

Stephen Smith, Aif®, Ctfa Education Details

Frequently Asked Questions about Stephen Smith, Aif®, Ctfa

What company does Stephen Smith, Aif®, Ctfa work for?

Stephen Smith, Aif®, Ctfa works for New Covenant Trust Company

What is Stephen Smith, Aif®, Ctfa's role at the current company?

Stephen Smith, Aif®, Ctfa's current role is Business Analyst, New Covenant Trust Company.

What is Stephen Smith, Aif®, Ctfa's email address?

Stephen Smith, Aif®, Ctfa's email address is ss****@****rch.com

What schools did Stephen Smith, Aif®, Ctfa attend?

Stephen Smith, Aif®, Ctfa attended Boyce College, Cannon Financial Institute, Cannon Financial Institute, Somerset Community College.

What skills is Stephen Smith, Aif®, Ctfa known for?

Stephen Smith, Aif®, Ctfa has skills like Customer Service, Sales, Merchandising, Time Management, Purchasing, Inventory Management, Inventory Control, Store Management, Profit, Microsoft Office, Team Building, Visual Merchandising.

Who are Stephen Smith, Aif®, Ctfa's colleagues?

Stephen Smith, Aif®, Ctfa's colleagues are Angela Milby Duffy, Anna Edlin, Cherrie Burch, Lisa Love, Lee Mitchum, David English, Cfp®, Donna Johnson.

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